AI-Powered Options Intelligence

Finally, a Better
Way to Use Options
in Portfolios.

Identify, implement, and actively manage option strategies with AI-powered decision support.

Built for investors and advisors—not traders.

Don't want to do the work or don't have the time?
—We can manage everything for you.
Trusted by leading advisors to manage millions in active option strategies with real-time alerts and decision workflows.
VERA AI included — Ask anything about your positions in real time.
Volworks
Overview
Positions
Strategies
Ideas
🔔
Alerts
3
Analytics
Reports
Settings
Covered Calls
SYMBOL PRICE STRIKE PREM $ Upside
BE%
PROB>BE RATING
AAPL+2 $280.14$300.00$1.727.7%14.1%2
AMZN+2 $268.26$300.00$1.8012.5%10.6%1
GOOGL+2 $385.69$435.00$2.7113.5%10.6%3.5
IBIT+2 $44.47$47.00$1.128.2%23.7%
JPM+2 $312.49$330.00$3.016.6%17.2%4
LLY+2 $963.33$1090.00$6.6313.8%10.8%4.5
META+2 $608.75$700.00$3.9615.6%9.1%4
MSFT+2 $414.44$455.00$2.7210.4%12.1%5
QQQ+2 $674.15$725.00$2.107.9%9.5%1
SMH+2 $509.82$585.00$3.8415.5%9.8%1
⚠ AI-Action Alert™
Triggered just now
ROLL RECOMMENDED
AMZN is approaching strike. Suggested: Roll to higher strike to improve outlook.
Current Position
5/15 $270 Strike
Covered Call
Recommended Roll
6/19 $285 Strike
+$0.42 credit
Position Summary • Monitoring
UnderlyingStrategyShares Cost BasisTotal Prem.Unrealized P&L
MSFTCovered Call500 $414.44$1,360+$1,360 (0.66%)
Overview
History
Details
MSFT
Microsoft Corporation
34d · Covered Call Candidate
PRICE $414.44
STRIKE $455.00
CAP $457.72
MSFT
CER 5YR 5.3%
5/5
CER Framework
2
REL
6
MOM
Vera
Live AI
Ask VERA anything about this position.
Should I roll this?
What's the risk here?
Ask a question...

The only platform purpose-built for option strategy management.

Find better opportunities
AI-powered idea generation built for real portfolios.
Implement with confidence
Actionable strategies with clear risk and return.
Actively manage risk
Real-time alerts and AI guidance to stay ahead.
Measure what matters
Performance and attribution for every strategy.
The Volworks Platform

One Platform. 50+ Modules.
Built To Work Together.

From signal generation to AI-driven lifecycle management — every piece of the options workflow, unified.

Tool
Payoff Tool
Scenario Modeling
Visualize outcomes before you commit a single trade. Probability-weighted returns, expiration outcomes, and downside protection — in one view.
  • Visual payoff diagrams for any strategy
  • Probability-weighted outcome modeling
  • Capped upside and downside protection view
  • Compare strategies side-by-side
Signal
CER™
Signal Generation
Contextual Expiration Return analytics — the statistical framework every module is built on. Conviction scoring across all expirations.
  • CER AI-driven pattern recognition
  • Relative performance and momentum scoring
  • Statistically grounded strategy selection
  • Cross-expiration conviction ranking
Core
OPMS™
Lifecycle Management
Continuous AI monitoring across every open position. Real-time review, close, and roll alerts. Nothing falls through the cracks.
  • AI Action Alerts — Review, Close, Roll
  • Real-time monitoring across all positions
  • Optimal exit and roll intelligence
  • Full portfolio oversight, always on

Start with the module that’s changing how advisors use AI

VERA AI Analyst Demo
AI Analyst Module

Meet VERA™

Your AI Analyst for Options Intelligence — delivering insights, opportunities, and trade ideas on demand.

VERA greets you with market context, suggests focused questions, and returns structured answers with payoff charts, ranked scans, and conviction scores — all in plain English.

Ranked Opportunity Scans
Covered calls, put writes, boosters — scored and ranked by CER across every expiration.
Payoff Charts on Demand
Visual payoff modeling so you understand risk and reward before entering any position.
Natural Language Interface
Ask in plain English. VERA translates your question into institutional-grade analytics instantly.
⚠ The Industry Blindspot
Positions go unmonitored after entry
Risk compounds silently over time
Decisions become reactive, not strategic
Profit opportunities missed at expiration
No systematic roll or close framework
✦ The Volworks Advantage
AI Action Alerts — Review, Close, Roll
Real-time monitoring across all positions
Optimal roll & close recommendations
Full portfolio oversight, always on
Proactive, disciplined decisions every time
100%
Position coverage
Real-time
AI monitoring
0
Missed expirations
OPMS™ — Options Portfolio Management

No Position Falls
Through The Cracks.

OPMS continuously monitors every position so nothing is left unmanaged.

Most platforms compete on execution. Volworks is built around what actually drives outcomes — what happens after the trade. OPMS delivers AI-driven review, close, and roll decisions across every position in your book.

“The edge isn’t just in the trade.
It’s in how you manage it.”

The Volworks Edge

Where Options Performance
Is Actually Driven

Most platforms compete on execution. Volworks is built around what actually drives outcomes.

2 — The Market
EXECUTION
The Crowded Middle
Where most platforms compete.
Brokers
Trading platforms
Order routing & commissions
The Problem

Why Options Fall Short
for Most Investors

No Statistical Framework
Strategies are selected without consistent, data-driven validation across expirations, outcomes, and market context. Guesswork masquerades as process.
No Lifecycle Management
Most positions go unmonitored after entry, leaving investors reactive instead of disciplined when market conditions change. Risk compounds silently.
Built for Traders, Not Portfolios
Existing platforms optimize for execution speed and commissions — not the outcomes wealth managers and long-term investors care about.
The Old Way
Fragmented & Reactive
Fragmented WorkflowsMultiple tools, no unified view, constant context switching
Spreadsheets & GuessworkManual tracking with no systematic roll or close framework
Reactive DecisionsAdjustments made under pressure with no pre-computed signals
No Statistical GroundingStrategy selection based on instinct, not validated methodology
✦ The Volworks Way
Unified & Proactive
One Unified PlatformPre-computed signals, analytics, and lifecycle management in one place
Automated Position MonitoringOPMS continuously monitors every position with AI-driven action alerts
Proactive & DisciplinedEvery decision backed by statistical evidence, before and after the trade
CER Statistical FrameworkStatistically grounded strategy selection across all expirations
The Workflow

From Insight To Recommendation
To Management

Every step of the options lifecycle, handled by one unified platform.

1
Analyze
Identify the Statistical Edge
Screen for statistically favorable opportunities using CER and conviction scoring across all expirations.
Hours → Minutes
2
Model
Visualize Payoff Outcomes
See probability-weighted returns and expiration outcomes before committing capital to any position.
Guesswork → Precision
3
Recommend
Generate Structured Trades
Translate opportunity into clear strikes, sizing, and trade implementation. Complexity becomes clarity.
Complexity → Clarity
4
Manage
Monitor Every Open Position
OPMS delivers AI-driven alerts for review, close, and roll across the entire book. Nothing unmanaged.
Manual → Automated
The Platform

Institutional Options, Simplified

The same institutional intelligence, delivered through a unified, intuitive platform experience.

Dashboard Intelligence
Daily Opportunities. Ranked. Explained.

A cleaner dashboard that surfaces where to focus, what changed, and which strategies are screening best right now. No noise — just the decisions that matter today.

Strategy Screener
One-Click Analytics Across Every Strategy

Evaluate covered calls, put writes, boosters, collars, and more with decision-ready context instead of raw data overload. Every strategy scored, ranked, and ready to act on.

Payoff Modeling
See Outcomes Before Committing Capital

Visual payoff tools help investors understand capped upside, downside protection, and tradeoffs before entering a position. Guesswork replaced by precision — every time.

See It In Action

A closer look at the screens that power every decision.

Strategy Coverage

The Right Strategy
for Every Position

Every recommendation is backed by statistical evidence, strategy fit, and payoff transparency.

Covered Calls
Income
Generate yield on stocks you own with disciplined strike and expiration selection.
Cash-Secured Puts
Income or Entry
Generate income or target your entry price on names you want to own.
Boosters
Growth
Enhance upside participation while maintaining a defined risk structure.
Collars
Protection
Protect gains and define your risk range without exiting the position.
How To Engage

Choose How You Use Volworks

Whether you want insights delivered, a platform to run, or a partner alongside you — Volworks fits how you work.

Start Here
Curated Insights
We deliver the ideas to you — top statistically screened opportunities, ready to act on.
Top screened opportunities across covered calls, put writes, and boosters
Score, rationale, and payoff summary with every idea
Delivered through the Volworks Portal — no platform required
Ideal for: RIAs Exploring Options, Family Offices, Wealth Managers
Enterprise
Advisory
We run it with you — or for you. Full strategy design, implementation, and ongoing oversight.
Strategy design & validation — tailored to each portfolio
Implementation support — from entry through full lifecycle
Ongoing oversight — we monitor your book alongside OPMS™
Ideal for: Enterprise Firms, Institutional Desks, Strategic Partners
Volworks AI™

AI Doesn’t Replace Expertise.
It Amplifies It.

AI embedded across signal generation, decision support, and lifecycle management.

Signal Generation
CER™
Pattern Recognition at Scale
AI-driven pattern recognition across expiration return data — identifying statistically favorable opportunities before any strategy is applied.
Decision Support
VERA™
Your AI Options Analyst
Query analytics, opportunities, and strategy ideas in natural language for faster, clearer decision-making. Institutional-grade intelligence in every conversation.
Lifecycle Management
OPMS™
Active Management at Scale
AI-driven review, close, and roll decisions — enabling disciplined, active management across every position simultaneously. The oversight layer that never sleeps.

“The edge isn’t just in the trade — it’s in how you manage it.

Platform Videos

See Volworks In Action

A closer look at the platform modules that are changing how advisors use options.

Options Strategies
Options Strategies
Options Position Management Solution (OPMS™)
Options Position Management Solution (OPMS™)
Options Strategy Payoff Tool
Options Strategy Payoff Tool
Reports: Returns, Analytics, & Risk
Reports: Returns, Analytics, & Risk
Earnings
Earnings
AI Queries & Advanced Screener
AI Queries & Advanced Screener
Charts, Graphs, & Data Visualization Tools
Charts, Graphs, & Data Visualization Tools
Tearsheets
Tearsheets
Research Portal
Coming Soon
Research Portal
Built on Institutional Experience

Decades of Institutional
Options. Built In.

Volworks is an options-focused wealthtech and advisory firm, powered by AI and Volworks Intelligence™ — redefining how options are used to drive better outcomes for investors and advisors.

Originally built to support founder Victor Viner’s equity portfolio management for a family office, the platform has grown into a leading equity and options analytics solution — trusted and used daily by investors, advisors, and institutional desks worldwide.

Built the options platform behind Volaris, later acquired by Credit Suisse, which supported over $6B in AUM.

Victor Viner
Victor Viner
Founder & CEO
Co-founder and President of Volaris — a multibillion-dollar options-based asset manager acquired by Credit Suisse
Chief Architect of Volaris’s options trading and analytics software, licensed to Goldman Sachs and a key driver of the Credit Suisse acquisition
CEO & CIO of two SEC-registered investment advisory firms; Managing Director at Credit Suisse; senior executive at UBS
25+ years in institutional options, derivatives strategy, and portfolio management — CBOE conference speaker on AI in volatility and risk
25+
Years in institutional options management
2
SEC-registered advisory firms led as CEO & CIO
Goldman Sachs
Analytics tech licensed to GS & senior roles at UBS / Credit Suisse
✦ See It In Action

The First Options Platform
Built for Investors.

Review your current options process with Volworks. We’ll show you exactly where the edge is — and how to capture it.

Covered Call Payoff Chart
Cash-Secured Put Payoff Chart
Booster Payoff Chart
Collar Payoff Chart